Wednesday, September 26, 2018

I don't know about you but I have been watching the upwards trend in share price of Mainfreight Ltd with much interest, which is why I did one of these last year before the profit announcement in May 2017.First of all its no surprise to me why its up.Its well run, self critical and critical of others where its business is being affected and very few announcements to the market.Lets have a look at some essential figs.

2017*Net Reported Profit 88 mil*Price Earnings Ratio (P/E) 23.29*Earnings per Share (EPS) 96.24*Net Tangible Assets per share 329.21c*Total Net Div Paid 40c*Div Yield 1.6%*Market Cap 2,275,000,000Source - MorningstarIt is currently trading at $29.92c and has closed as high as $31.10c last week and i expect it to trend upwards given the latest figures and the market sentiment that the next profit result out Nov 2018 will be a real doozy.They - MFT - have finally got it right. They just have to stitch together the various branches tightly and not lose the momentum that they obviously have.They are winning major new clients.The only rider to all this going on is if we have a major slowdown in trading between nations.Peace out.Mainfreight @ Share Investor

Thursday, May 10, 2018

An interesting 15 mins or so with Don Braid that I initially missed.You can see him start to get annoyed by Corins move to the negative with his questions.Don is ALWAYS positive!!Enjoy.Don Braid says they are also trying to move to electric fork lifts and make greater use of solar power in their buildings.

Meanwhile, despite headline business confidence being weak in many surveys at the moment, Mr Braid says he's feeling optimistic about the economic outlook for New Zealand and he doesn't know why other businesses are grumpy.

Thursday, February 1, 2018

It just came to me that since I have been offering up buys and sells for a 5th of my life on this ere blog that I explain what I mean when I say you should really think about purchasing/investing this share soon.Basically I see a share as a unit of storage. That is a storage of income to either add back to your portfolio or add to your pocket.The cheaper you can get that storage for the better.I have 7 stocks in my basic portfolio some of them were bought with the purpose of income - SKC, CEN & HLG - and some were bought for increasing DIVs and capital gain AIA,FPH,MFT & RYM. Currently they are all doing what they should, the 3 former are all reasonably low in share price and the 4 latter are all relatively expensive.Once again I will not sell no matter what happens - I will only sell when something material happens with each specific company.So the indicator there for today's market is that you tred very carefully before you purchase a share/company.Likewise when I give an indication of what to buy in a down market, I think i tends to be a little less cautious about price - because your simply getting the storage for a lot less than you get it in an up market so its silly to quibble over a few cents.Why not give an indication to buy only during a stock market downturn?Well I do as a general rule I have bought anything substantial since 2012. I do however see value in specific shares during the ups and the downs. I buy these. I have bought a number of shares since 2012 but I have never held them with the intention of holding them long term.Having said that there are 2 shares that I have bought - CEN and HLG - that I did buy between 2012 and 2014 that I have held and I didn't intend to keep them at all, except perhaps CEN a little bit - always liked this share since I first bought it in 1998 for $3.10.What i'm saying is you need to be flexible especially now a days things are changing so fast. AND you can do this all yourself.All it takes is half an hour each day to do some reading - my blog esp - and your set.Go for it.www.shareinvestorforum.comc Share Investor 2018

Sky City Entertainment Group Ltd [SKC.NZX] is starting took look like a steal right now. The profit has been flat this year and in fact it has been pretty non-existent for the last few years and it has been a way back when levels of returns were exponential - were talking the mid 2000's when it had its heyday. I know I've said it before last year and the year before that and probably before that but I cant believe it is trading at current levels.I guess its pre - 2019. That is pre current levels of development starting to come on-stream.I believe it will make a comeback in the 2019 - 2020 year and in the meantime people are struggling over what to do.I believe the share price wont get much cheaper than current levels and that ramping up on both sides of the Tasman - don't forget about Adelaide you should see the price start to appreciate.I have the largest shareholding of this stock in the Portfolio and in my humble opinion this is the buy of 2018 - get it while its cheap.Sky City Entertainment Group @ Share Investor

It has gone from about $11.50 in Sept and just a couple of weeks ago it was trading at an all-time high of $13.88.

To be sure it is way overvalued and I personally wouldnt get involved in anything until approaching under 5 or 6 dollars and i'm waiting but unsure as to whether it will be approaching those levels anytime soon but i'll cross my fingers. Fisher & Paykel will be added to the MSCI Index on Nov 30 so one could imagine that index watchers will be filling up soon - or perhaps they already have to a certain extent with very large volumes traded and they are international purchases.To be sure the profit announcement some days ago had a deleterious effect on the share price - I don't know why, there were no surprises in the result and growth rates approaching 15% - perhaps shareholders were expecting more?But once again i'm happy to continue holding with many, many patents to come through and increased spending on R and D keeping this shareholder more than happy.Should you buy more hoping for a lift before inclusion in the MSCI Index?

If you want to take the chance and make a move before they do, you only have many more years of growth ahead but ill think they'll take a tumble making the shares a better bargain than they already are.Good luck.

Ryman Healthcare[RYM:NZX]Ryman Healthcare[RYM:NZ] had a good half year 2 weeks or so ago and the share has packed on nearly 10% to be at record levels.It has been notably vacant in the news for 3-4 years - and quite frankly that's the way management like it.While this vacancy has occurred the company has doubled in size and their making sites all over New Zealand and Australia their own as they ramp up towards 20000 residents within 5 years and more as time goes on.I really don't have much more to say about this stock except to watch closely and buy when it goes down and stay away when the opposite occurs.

Hallenstein Glasson Holdings Ltd [HLG.NZX] Is a stock that has had a tough couple of years but it is making a comeback.Its latest protfit result has been good and they had a market update last week that looked really good.It is getting its ducks in a row and looks to be growing sales and margins in a market that is highly competitive in this part of the world - Australasia. It really is an important stock in this portfolio as it returns 15% plus and this only increases as the years pass.Were looking at next year returning in excess of 30'c a share, some say much greater than that.Whatever the Sept 2018 reporting returns we will see this stock heading upwards of $4 per share as it eases into reporting season when this kicks off for this stock in March 2018.If I had some dosh I would plunk it down on this all the way to $ 4.50

Discuss this stock at Share Investor Forum - Register freeAuckland Airport Ltd[AIA.NZX]Auckland International Airport [AIA.NZX]Really is an exceptional stock it has returned me over 1400 per cent.That is in the past.We need to look towards the future and the future looks incredibly bright.Years and years of uncluttered growth, unhampered by competition.That what I like is the fact that the Airport doesn't have competition and won't have any competition while i'm alive.Their latest profit result back in August was yet another stellar result and funnily enough the share price has retreated. I bought some more at around $7 bucks - $6.80 odd now that div's are included.Its gone back to just above 6 bucks from a high it reached earlier in the year of $7.70 odd. Its currently trading around $6.50.So you don't have to be Einstein to figure out you should be watching this closely hoping for some more weakness in the share price.Watch for some weakness soon so get your finger ready to buy at anything under $6.50. I say soon but also watch for it to rise as stories come out in the media about the Airport being busy during holidays because that usually has the opposite effect.Travel wisely. AIA @ Share Investor

Discuss this Stock @ Share Investor Forum - Register free Tourism Holdings Ltd[THL.NZX]Tourism Holdings[THL.NZ] has been on my watch I list for about a year now.I used to own it in the Portfolio but there a difference this time - now the Chinese are sniffing around.They have bought up around 11% of the company over the last 2-3 months and my guess is that they will buy more.Now this particular share isnt going to form part of The Share Investor Portfolio for too long - it is a speculative share.I bought this particular share @ $5.03 and see some value in this all the way up to $5.53.I intend to exit this share at around $6 so you should be watching for some weakness.This particular share is open to move to all sorts of information that comes out in the media - like a lot of shares - but this one is particularly sensitive to monthly tourist numbers, petrol price rises, tourist taxes that sort of thing.Buy carefully - just a few weeks back this share was going for $4.70-80 range so you could get it that low.Whatever you feel comfortable with.

This particular stock has been on my radar for more than 10 years - its always been too "expensive".I have never owned it.And I want to own it because it is well run company with folk at the top truly believing that they are the best at what they do. Perhaps i should just plunk down some dosh when it gets slightly cheaper because it does from time to time come down in price by $1 here and there.Perhaps I should wait for some financial crises - yes it will happen again - and that is probably what I will do.Until then put this one on your watch list and wait - patiently.EBOS @ Share InvestorLong Term View: EBOS Group Ltd

Discuss this stock at Share Investor Forum - Register freeNasdaqApple INCApple is the stock that is most coveted in the World - simply because its worth the most.That is simply the reason why the stock is a screaming buy.It is the one reason Donald Trump probably will pass those tax cuts and this will allow mum and pop to get a share of the 10's of billions of dollars of money that Apple has stashed in accounts overseas.The money is wanted by the shareholder, is demanded by some and is quite frankly needed by some folk who have been long suffering shareholders who have built this stock up to never before seen levels.Without this "Trump" factor involved before Xmas - this stock wouldn't be here on this blog.YUM! Brands Inc[YUM.NASDAQ]Yum! really is the chicken that keeps on giving, splits then splits again and again.This is largely a KFC holding company, although it also owns Pizza Hut and Taco Bell and a whole host of other restaurant concepts.The growth in this company is largely put down to KFC's ambitions in China where they plan to have 10000 stores opened before too long.This will be their biggest market and there is no doubt they can do it. The stock price will follow the fortunes of China and I think India as Yum! focuses on this geographical area.Get this stock on any dips in price or wait for a brief downturn in business to make your move.ConclusionThe most coveted thing is money - no doubt about it.But the thing is you can do so much more than you doing now simply by putting some time and effort into taking care of what you earn, how you earn it and ultimately how you spend it.I put this Share Investor Portfolio together every year In the hope that you, like me can be financially independent.Good Luck.DiscI own AIA CEN FPH HLG MFT RYM SKC THL If you want to have a go at picking yourself put what you have and post it below. Share Investor's Annual Stock PicksShare Investor's 2017 Stock Picks